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Name Holding Trade Value Shares
Change 		Change in
Stake
DILIC
526
Dai-ichi Life Insurance Company
Japan
$1.43M – – –
TWM
527
Tradition Wealth Management
Minnesota
$1.43M +$459K +24,152 +40%
CWC
528
Carolinas Wealth Consulting
North Carolina
$1.43M +$23.9K +1,255 +2%
IIM
529
InTrack Investment Management
Vermont
$1.42M +$49.3K +2,592 +3%
AAS
530
Ameritas Advisory Services
Nebraska
$1.42M -$1.08M -56,589 -40%
VFA
531
Valeo Financial Advisors
Indiana
$1.4M +$12.9K +679 +0.8%
CSA
532
Cottage Street Advisors
Massachusetts
$1.4M +$42.6K +2,239 +3%
OIA
533
OneDigital Investment Advisors
Kansas
$1.39M +$15.2K +801 +1%
SPA
534
Sentinel Pension Advisors
Massachusetts
$1.39M -$32.2K -1,695 -2%
ECM
535
Everence Capital Management
Indiana
$1.38M – – –
KF
536
Krilogy Financial
Missouri
$1.37M +$649K +34,152 +73%
TNAM
537
Terra Nova Asset Management
New York
$1.37M +$325K +17,077 +27%
GWM
538
Greenwich Wealth Management
Connecticut
$1.36M -$118K -6,231 -7%
LCH
539
Lee Capital Holdings
New York
$1.35M +$1.52M +80,000 New
SXL
540
Summit X LLC
Missouri
$1.35M +$1.08M +56,980 +248%
WA
541
Winfield Associates
Ohio
$1.35M +$695K +36,525 +85%
CCP
542
Corient Capital Partners
California
$1.34M +$170K +8,961 +13%
KFP
543
KMG Fiduciary Partners
Ohio
$1.34M +$986K +51,832 +190%
WA
544
WealthTrust Axiom
Pennsylvania
$1.34M +$5.13K +270 +0.3%
SW
545
SteelPeak Wealth
California
$1.34M +$578K +30,421 +63%
ZCI
546
Zevenbergen Capital Investments
Washington
$1.33M +$74.2K +3,900 +5%
CIM
547
CIM Investment Management
Pennsylvania
$1.33M +$469K +24,689 +46%
AA
548
Ancora Advisors
Ohio
$1.32M +$1.13M +59,412 +319%
PA
549
Parallel Advisors
California
$1.3M -$66.3K -3,489 -4%
CH
550
Canton Hathaway
Rhode Island
$1.3M -$162K -8,497 -10%
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